What is a 50th Anniversary Donor Advised Fund? 

• For donors ages 50 and under
• Minimum opening gift of $5,000
• No minimum balance
• Personal, one-on-one counsel with expert staff
• Recommend grants – on your timetable – to Jewish or secular organizations, locally, nationally and internationally
• Donations to your Fund may be eligible for immediate tax benefits*
• Involve family members in meaningful giving experiences

 How it Works  

Open the Fund

• Donate a tax-deductible gift of $5,000 or more (e.g., cash, stocks, real estate before December 31, 2022
• The Foundation makes a one-time $180 grant to the charity of your choice
• Name your fund for families or individuals (e.g., the Smith Family Fund or the Jane Smith Memorial Fund) or for other positive associations (e.g., the Elm Fund)

Give to Your Community

• You and your designated fund advisors can make grant recommendations at any time to qualifying nonprofits
• Log in online to check your fund balance and recommend grants
• An annual administrative cost of $100 is invested back into Greater Hartford’s Jewish community through grants, free consultation services and community-building services 

Let Us Do the Rest

• Foundation handles administration and provides detailed quarterly reports
• Ask staff any time for advice about your giving

*This information should not be construed as legal, tax, or financial advice.